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How do I change the filter by view options in the Existing Customer Contacts List?

Last post 08-24-2012 9:06 AM by Anonymous. 1 replies.
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  • 08-23-2012 9:43 PM

    How do I change the filter by view options in the Existing Customer Contacts List?

    Reply Contact

    I would like to change the filter by view options in the existing Customer Contacts list. For example, I would like to rename them, where it applies, as All jobs, Jobs in progress, Closed jobs, & unstarted jobs. If I can't rename, can I create these new filters and remove/hide the remaining filters in case they are needed in the future. It is important that the new filters I create or add correspond with Quickbooks. Please advise.

  • 08-24-2012 9:06 AM In reply to

    Re: How do I change the filter by view options in the Existing Customer Contacts List?

    Answer
    Reply Contact

    Hi dottie,

    dottie:
    For example, I would like to rename them, where it applies, as All jobs, Jobs in progress, Closed jobs, & unstarted jobs.

    You'll need to make a copy of the CRM_CustomerList screen and edit the grid on step 3 of the grid customization wizard.   The filter options here will allow you to create/edit/rename the existing filters.  If you haven't done any customization I recommend checking out our webinar's on customization to get familiar with this area.  If you have any questions on customization please post back up!

    ~C
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